Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Bank First Corp BFC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BFC Stock Details BFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.41M Buy
9,521
+245
+3% +$37.2K ﹤0.01% 1925
2026
Q2 		$1.37M Buy
9,276
+5,787
+166% +$826K ﹤0.01% 1856
2026
Q1 		$478K Sell
3,489
-2,554
-42% -$348K ﹤0.01% 2354
2025
Q4 		$746K Sell
6,043
-530
-8% -$67.5K ﹤0.01% 2164
2025
Q3 		$866K Buy
6,573
+521
+9% +$64.8K ﹤0.01% 1957
2025
Q2 		$749K Buy
6,052
+2,224
+58% +$247K ﹤0.01% 1922
2025
Q1 		$386K Sell
3,828
-703
-16% -$71.2K ﹤0.01% 2234
2024
Q4 		$449K Buy
4,531
+123
+3% +$12.2K ﹤0.01% 2068
2024
Q3 		$400K Buy
4,408
+72
+2% +$6.38K ﹤0.01% 1978
2024
Q2 		$358K Sell
4,336
-1,847
-30% -$149K ﹤0.01% 1860
2024
Q1 		$536K Buy
6,183
+3
+0% +$254 ﹤0.01% 1542
2023
Q4 		$536K Buy
6,180
+69
+1% +$5.7K ﹤0.01% 1460
2023
Q3 		$471K Buy
+6,111
New +$500K ﹤0.01% 1460

Other funds holding BFC

LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's BFC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Bank First Corp (BFC) stake by 2.6% in Q3 2026, buying an estimated $37.2K and bringing the position to 9,521 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Wealth Enhancement Advisory Services first reported a position in BFC in Q3 2023 and has held it in 13 quarters since. 17 funds tracked by Wall St. Rank hold BFC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 9,521 shares of Bank First Corp worth $1.41M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 245 Bank First Corp shares in Q3 2026, an estimated $37.2K.
  • Bank First Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1925 holding.
  • Wealth Enhancement Advisory Services first reported a position in Bank First Corp in Q3 2023 and has held it in 13 quarters since.
  • 17 funds tracked by Wall St. Rank held Bank First Corp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.